Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
2.69K
New
$206K - $215K
2.69K $225K
Jan 30, 2025 Q4 2024
Aveo Capital Partners, LLC

BUY
 -
2.21K
+ 3.42%
$169K - $177K
66.9K $5.58M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
2.05K
+ 81.86%
$157K - $164K
4.55K $379K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
859
New
$65.8K - $68.6K
859 $71.6K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
725
New
$55.5K - $57.9K
725 $60.4K
Jan 02, 2025 Q4 2024
Somnio Financial Group, LLC

Glastonbury, CT
BUY
 -
541
+ 2.47%
$41.4K - $43.2K
22.5K $1.87M
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
490
New
$37.5K - $39.1K
490 $40.8K
Jan 31, 2025 Q4 2024
Klingman & Associates, LLC

BUY
 -
475
+ 8.48%
$36.4K - $37.9K
6.08K $507K
Feb 14, 2025 Q4 2024
Canal Capital Management, LLC

BUY
 -
398
+ 1.08%
$30.5K - $31.8K
37.3K $3.1M
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
253
New
$19.4K - $20.2K
253 $21.1K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
245
New
$18.8K - $19.6K
245 $20.4K
Jan 13, 2025 Q4 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
244
+ 8.4%
$18.7K - $19.5K
3.15K $262K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
174
New
$13.3K - $13.9K
174 $14.5K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
165
New
$12.6K - $13.2K
165 $13.8K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
132
New
$10.1K - $10.5K
132 $11K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
130
New
$9.96K - $10.4K
130 $10.8K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
123
+ 132.26%
$9.42K - $9.83K
216 $18K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
106
+ 100.95%
$8.12K - $8.47K
211 $17.6K
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
105
New
$8.04K - $8.39K
105 $8.75K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
85
+ 19.77%
$6.51K - $6.79K
515 $42.9K
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
78
+ 17.49%
$5.98K - $6.23K
524 $43.7K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
68
+ 1.96%
$5.21K - $5.43K
3.53K $294K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
57
+ 0.92%
$4.37K - $4.55K
6.28K $523K
Jan 31, 2025 Q4 2024
Morton Brown Family Wealth, LLC

BUY
 -
42
+ 17.57%
$3.22K - $3.35K
281 $23.4K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
39
+ 1.33%
$2.99K - $3.12K
2.98K $249K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
38
+ 1.29%
$2.91K - $3.04K
2.98K $248K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
23
+ 0.33%
$1.76K - $1.84K
6.98K $582K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
19
+ 0.31%
$1.46K - $1.52K
6.06K $505K
Jan 28, 2025 Q4 2024
Strid Group, LLC

BUY
 -
19
+ 0.53%
$1.46K - $1.52K
3.59K $299K
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
10
+ 0.35%
$766 - $799
2.87K $239K
Feb 11, 2025 Q4 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
8
+ 0.29%
$613 - $639
2.73K $228K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
7
+ 3.17%
$536 - $559
228 $19K
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 1.82%
$76.6 - $79.9
56 $4.67K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
1
+ 0.96%
$76.6 - $79.9
105 $8.75K
Feb 11, 2025 Q4 2024
Ballast Advisors LLC

BUY
 -
1
+ 3.13%
$76.6 - $79.9
33 $2.75K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1
+ 1.06%
$76.6 - $79.9
95 $7.92K
Jan 29, 2025 Q4 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
1
+ 2.27%
$76.6 - $79.9
45 $3.75K
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
18.1K
+ 7836.8%
$1.31M - $1.43M
18.3K $1.53M
Nov 12, 2024 Q3 2024
Cooper/Haims Advisors, LLC

BUY
 -
2.87K
New
$207K - $227K
2.87K $239K
Nov 14, 2024 Q3 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
2.58K
New
$186K - $204K
2.58K $215K
Oct 17, 2024 Q3 2024
One Advisory Partners, LLC

BUY
 -
2.54K
New
$183K - $201K
2.54K $212K
Oct 15, 2024 Q3 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
915
+ 9.09%
$66K - $72.3K
11K $916K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
750
+ 6.93%
$54.1K - $59.3K
11.6K $964K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
685
New
$49.4K - $54.1K
685 $57.1K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
400
New
$28.8K - $31.6K
400 $33.3K
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
361
New
$26K - $28.5K
361 $30.1K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
322
New
$23.2K - $25.5K
322 $26.8K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
241
+ 1.41%
$17.4K - $19.1K
17.4K $1.45M
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
157
+ 5.23%
$11.3K - $12.4K
3.16K $263K

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